See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,657 | $102,604-32.1% | $86,188-19.2% | $139,434-50.0% |
| Participation rate | 45.0% | 74.5%-29.5pp | 69.0%-24.0pp | 80.3%-35.3pp |
| Annual return | 15.32% | 1922.51%-1907.2pp | 1168.45%-1153.1pp | 372.94%-357.6pp |
| Employer contribution / active EE | $767 | $3,032-74.7% | $2,380-67.8% | $4,751-83.9% |
| Participant deferral / active EE | $2,813 | $4,676-39.8% | $3,985-29.4% | $6,710-58.1% |
| Admin fee / account holder | $543 | $8,657-93.7% | $6,852-92.1% | $11,403-95.2% |